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  • Educational Program: Dual Presentation by Black Rock & Wisdom Tree

Educational Program: Dual Presentation by Black Rock & Wisdom Tree

  • Thursday, May 26, 2022
  • 3:00 PM - 5:00 PM
  • UCLA Extension Gayley Center 1145 Gayley Avenue, Los Angeles, CA 90045
  • 2 registrants

Registration

  • One partner registration included under the partnership. Email or call the administrative office for the registration code.
  • One partner registration included under the partnership. Email or call the administrative office for the registration code.
  • One partner registration included under the partnership. Email or call the administrative office for the registration code.
  • One partner registration included under the partnership. Email or call the administrative office for the registration code:
  • One partner registration included under the partnership. Email or call the administrative office for the registration code.
  • One partner registration included under the partnership. Email or call the administrative office for the registration code.
  • One partner registration included under the partnership. Email or call the administrative office for the registration code.
  • One partner registration included under the partnership. Email or call the administrative office for the registration code.

Unfortunately, this event is being rescheduled for a later date to be determined

"Build Your Business for the Future"

 

 Jim Renitsky, CIMA®

 Senior Partner

 BlackRock Affinity Partners



Build your business for the future helps set a framework for advisor-led businesses to enhance future growth. This presentation focuses on strategies to strengthen your investment approach, create greater business efficiency, and establish psychological safety when communicating with clients. This framework not only helps advisors spend more time with clients, but also positions the overall business for stronger revenue generation.

Learning Objectives:

  • Enhance investment approach
  • Create business efficiencies
  • Increase effective communication.

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"Becoming Your Client's Financial MD - Using Models to Leverage Expertise and Drive Growth"




 Ryan Krystopowicz, CFA

 Director of Client Solutions

 Wisdom Tree





A study on how Models can benefit one’s practice, what the client’s think about models and how to overcome hurdles on moving your practice to models.


Learning objectives:


  • Debunking the myths of using model portfolios within your practice.
  • Learn what clients really think about advisors that use third party model portfolios.
  • Understanding the benefits of using model portfolios.


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